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Rate Cuts Are Coming. The Question Is How Much
Seeking Alpha· 2025-09-10 11:24
Next move Wall Street's major averages closed at more record highs on Tuesday, with the S&P 500 (SP500) finishing the session above the 6,500 level. Investors are now clear-minded about a coming cycle of rate cuts after real weakness was confirmed in the labor market amid a record 911K nonfarm payroll revision to yearly jobs growth. Following the release, JPMorgan's Jamie Dimon also came out with a stance pointing to "weakening economy," charging up the stimulus bulls who have been eager to see easing ...
'Surprised' stock markets are still moving higher, says Raymond James' Larry Adam
CNBC Television· 2025-09-04 18:51
Market Sentiment and Economic Data - The market has been surprisingly resilient, with a 12% increase during the summer, marking the third strongest summer in a long time [1] - Composite economic data suggests weakening employment conditions, as indicated by the Beige Book, ISM, ADP, and JOLTS reports [2] - Market's reaction is heavily influenced by revisions to economic data [4] - Revisions to employment numbers are common, with initial surveys typically having a lower response rate (around 60%) compared to later revisions (90-95%) [6] Employment Data Analysis - Consensus for the upcoming jobs number is 75,000, and unless the number is significantly outside the range of 50,000 to 150,000, it may not be a major market-moving event [9] - A jobs number above 150,000 could introduce uncertainty about potential Fed rate cuts in October and December [12] - Negative revisions to May and June numbers could potentially accelerate the timeline for Fed rate cuts [5] Federal Reserve (Fed) Policy - The market is anticipating potential Fed rate cuts, with the expectation that the die has been cast for the upcoming meeting [12][14] - Inflation numbers next week will be crucial, as they are expected to show price increases flowing through to the data, potentially complicating the Fed's job [10] - The market is learning not to overreact to policy initiatives, as several anticipated negative impacts (tariffs, deportations, OBB passage) have not materialized [15][16]
Economic data is starting to look weaker and should raise the Fed's eyebrows: Apollo's Torsten Slok
CNBC Television· 2025-09-03 20:20
Welcome back. Economic activity seeing quote little to no growth in recent weeks. That according to the Fed's latest Facebook survey.Investors now looking ahead to this Friday's jobs report for more clarity on where this economy is going. Joining me now to Slack. He is Apollo partner and chief economist.And I mispronounced your last name and you I hope will accept my sincere apologies for that. >> Of course. All good.I've heard many variants of my name over the last many many years. So >> the the correct on ...
X @Ash Crypto
Ash Crypto· 2025-09-03 20:14
🇺🇸 Rate cuts probability just hit 97%Trillions will flow into the marketThis is not the time to be bearish.Just survive September and load upon altcoins because market is aboutto go parabolic in Q4 of 2025. ...
Fed Governor Christopher Waller: We should start cutting rates, can always adjust the pace
CNBC Television· 2025-09-03 13:33
So, let's get to Steve Leeman, who is with one of the potential Fed picks, who seemed to have gotten more popular uh as time has been going by and and even before he was mentioned, we had talked about him and and talking about cuts way before that. Uh Chris Waller, hi Steve. >> Yes, we had uh Joe and I am joined by Fed Governor Chris Waller, who because he's right here, he's my pick right now.Thanks for joining us, Governor Waller. Um I want to start off with what uh is is among the most interesting things ...
Gold smashes $3,500 record as rate-cut bets, policy turmoil fuel haven rush
New York Post· 2025-09-02 18:30
Gold roared to a fresh record above $3,500 an ounce on Tuesday as traders bet the Federal Reserve will cut interest rates this month.Spot gold briefly surged past $3,508 in New York trading, eclipsing April’s intraday peak, before hovering near $3,600 late morning.The metal is up roughly a third in 2025, outpacing most major assets as investors rotate toward havens and away from rate-sensitive trades. 3 Gold roared to a fresh record above $3,500 an ounce on Tuesday as traders bet the Federal Reserve will ...
X @Ansem
Ansem 🧸💸· 2025-08-29 20:56
top0xRiver (@0xRiver8):I think we reached a point in the market where capital preservation should be your top priority especially as we go to rate cuts. Avoid round tripping the majority of your profits this cycle by chasing dips that could go down another 20% gl to everyone out there https://t.co/zrjEFUV5vj ...
Fast and Furious Rate Cuts Aren't Needed, Bory Says
Bloomberg Television· 2025-08-29 19:13
I want to start with this morning's PC figure. Of course, coming in, being in line with expectations on pretty much every single measure. What do you make of a print such as that where there were no surprises at all when you're thinking about how the Fed is actually going to proceed next month.So with everything that we're dealing with this year, a number that comes as expected is actually not a bad thing. We're hoping for a quiet day, so it comes in as expected. To your point, it is above the 2% inflation ...